Cunning Capital Partners, LP holdings history

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162 is the total number of securities Cunning Capital Partners, LP has owned. The longest Cunning Capital Partners, LP has owned a single stock is 15 quarters.

Cunning Capital Partners, LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AMZN AMAZON COM INC15150.86%3.48%7.01%Q1 2020Q3 202315
MSFT MICROSOFT CORP15151.02%3.38%6.02%Q1 2020Q3 202315
PGR PROGRESSIVE CORP OHIO15150.78%3.21%4.83%Q1 2020Q3 202315
NVDA NVIDIA CORPORATION860.97%3.55%7.72%Q1 2020Q3 202314
FB META PLATFORMS INC-CLA...861.03%3.22%5.20%Q1 2020Q3 202314
UNH UNITEDHEALTH GROUP INC14141.76%3.00%5.27%Q2 2020Q3 202314
LMT LOCKHEED MARTIN CORP770.77%2.46%5.14%Q1 2020Q3 202314
GOOG ALPHABET INC11111.76%3.18%5.86%Q1 2021Q3 202311
LOW LOWE'S COS INC11111.82%2.64%3.69%Q1 2021Q3 202311
BAC BANK OF AMERICA CORP11111.67%2.46%3.89%Q1 2021Q3 202311
AAPL APPLE INC11110.98%2.42%4.88%Q1 2021Q3 202311
CVX CHEVRON CORP11111.04%2.25%6.56%Q1 2021Q3 202311
CARR CARRIER GLOBAL CORP11110.87%1.25%3.49%Q1 2021Q3 202311
HCA HCA HEALTHCARE INC10101.70%2.83%4.64%Q2 2021Q3 202310
DE DEERE & CO10100.94%2.31%5.29%Q1 2021Q2 202310
IQV IQVIA HOLDINGS INC10100.96%2.08%4.20%Q2 2021Q3 202310
EW EDWARDS LIFESCIENCES CORP883.29%3.67%4.88%Q1 2020Q4 20218
SHOP SHOPIFY INC880.99%3.25%5.75%Q1 2020Q4 20218
MSCI MSCI INC882.41%3.07%3.97%Q1 2020Q4 20218
PWR QUANTA SERVICES INC881.09%2.59%5.80%Q4 2021Q3 20238
PYPL PAYPAL HLDGS INC771.40%2.39%3.32%Q1 2020Q3 20217
HPQ HP INC771.65%2.07%2.20%Q1 2022Q3 20237
CSCO CISCO SYTEMS INC771.07%1.59%2.33%Q1 2022Q3 20237
MET METLIFE INC770.84%1.57%2.20%Q1 2022Q3 20237
MAT MATTEL INC771.02%1.55%4.00%Q1 2022Q3 20237
TPR TAPESTRY INC770.96%1.22%1.48%Q1 2022Q3 20237
AN AUTONATION INC770.88%1.11%1.34%Q1 2022Q3 20237
ARW ARROW ELECTRONICS INC770.97%1.09%1.26%Q1 2022Q3 20237
WFC WELLS FARGO CO NEW770.98%1.09%1.23%Q1 2022Q3 20237
FOXA FOX CORP770.95%1.05%1.15%Q1 2022Q3 20237
QCOM QUALCOMM INC770.92%1.04%1.17%Q1 2022Q3 20237
WSM WILLIAMS-SONOMA INC770.95%1.04%1.23%Q1 2022Q3 20237
ZBRA ZEBRA TECHNOLOGIES COR...421.00%2.38%3.34%Q1 2021Q3 20226
IBM INTL BUSINESS MACHINES...661.94%2.18%2.50%Q2 2022Q3 20236
KLAC KLA CORP661.18%1.92%2.44%Q2 2022Q3 20236
CVS CVS HEALTH CORP661.31%1.83%2.47%Q2 2022Q3 20236
ADVANCE MICRO DEVICES660.90%1.77%2.82%Q2 2022Q3 20236
MS MORGAN STANLEY661.16%1.44%1.92%Q2 2022Q3 20236
TOL TOLL BROTHERS INC661.11%1.35%1.67%Q2 2022Q3 20236
PXD PIONEER NATURAL RESOUR...661.02%1.32%1.57%Q2 2022Q3 20236
PSX PHILLIPS 66661.00%1.31%1.56%Q2 2022Q3 20236
HAL HALLIBURTON CO661.01%1.18%1.45%Q2 2022Q3 20236
URI UNITED RENTAL INC660.99%1.16%1.29%Q2 2022Q3 20236
ORCL ORACLE CORP661.09%1.15%1.21%Q2 2022Q3 20236
CAT CATERPILLAR INC660.95%1.13%1.31%Q2 2022Q3 20236
HII HUNTINGTON INGALLS IND...660.99%1.13%1.29%Q2 2022Q3 20236
CAH CARDINAL HEALTH INC660.98%1.13%1.42%Q2 2022Q3 20236
NUE NUCOR CORP660.95%1.12%1.24%Q2 2022Q3 20236
SPG SIMON PROPERTY GRP INC...660.94%1.11%1.30%Q2 2022Q3 20236
AXP AMERICAN EXPRESS CO660.99%1.07%1.13%Q2 2022Q3 20236
STX SEAGATE TECHNOLOGY HLD...660.94%1.05%1.14%Q2 2022Q3 20236
HRB H&R BLOCK INC660.76%1.04%1.29%Q2 2022Q3 20236
DOW DOW INC660.97%1.03%1.14%Q2 2022Q3 20236
BBY BEST BUY CO INC660.91%1.03%1.14%Q2 2022Q3 20236
COG COTERRA ENERGY INC660.94%1.02%1.09%Q2 2022Q3 20236
CI CIGNA CORP NEW660.81%1.02%1.29%Q2 2022Q3 20236
WHR WHIRLPOOL CORP660.89%1.01%1.21%Q2 2022Q3 20236
IPG INTERPUBLIC GROUP OF C...660.74%1.01%1.22%Q2 2022Q3 20236
TMUS T-MOBILE US INC320.94%4.09%6.56%Q1 2021Q3 20235
VZ VERIZON COMMUNICATIONS...552.71%3.49%4.81%Q1 2022Q1 20235
TTD THE TRADE DESK INC411.20%2.50%3.96%Q1 2020Q4 20215
CHTR CHARTER COMMUNICATIONS...410.95%1.84%4.69%Q1 2020Q1 20235
ANTM ELEVANCE HEALTH INC410.81%1.41%3.49%Q1 2021Q3 20235
ALGN ALIGN TECHNOLOGY INC550.55%1.34%2.17%Q4 2020Q4 20215
TDOC TELADOC HEALTH INC550.94%1.07%1.50%Q1 2020Q1 20215
FITB FIFTH THIRD BANCORP550.76%0.98%1.08%Q1 2022Q1 20235
VEEV VEEVA SYS INC445.15%5.64%6.33%Q1 2020Q4 20204
OKTA OKTA INC443.68%5.34%6.05%Q1 2020Q4 20204
ZS ZSCALER INC443.18%4.65%6.03%Q1 2020Q4 20204
SQ SQUARE INC441.06%3.84%4.80%Q4 2020Q3 20214
EPAM EPAM SYSTEMS INC443.18%3.79%4.68%Q1 2021Q4 20214
ADBE ADOBE INC443.38%3.73%3.93%Q1 2020Q4 20204
RMD RESMED INC442.81%3.54%4.89%Q1 2020Q4 20204
NDAQ NASDAQ INC442.86%3.22%3.56%Q1 2021Q4 20214
SHW SHERWIN-WILLIAMS CO442.88%3.21%3.88%Q1 2021Q4 20214
XLB MATERIALS SELECT SECTO...442.69%2.95%3.18%Q1 2021Q4 20214
SNAP SNAP INC441.80%2.90%4.39%Q1 2020Q4 20204
SPGI S&P GLOBAL INC442.19%2.68%2.89%Q1 2020Q4 20204
CRWD CROWDSTRIKE HLDGS INC441.08%2.62%3.94%Q1 2020Q4 20204
ROKU ROKU INC441.65%2.35%3.63%Q1 2020Q4 20204
COST COSTCO WHSL CORP NEW442.02%2.27%2.65%Q1 2020Q4 20204
TESLA INC441.59%1.90%2.58%Q1 2021Q4 20214
ISRG INTUITIVE SURGICAL INC440.48%1.45%1.96%Q1 2021Q4 20214
DKNG DRAFTKINGS INC441.02%1.42%1.61%Q4 2020Q3 20214
AVGO BROADCOM INC441.15%1.27%1.33%Q4 2022Q3 20234
UHS UNIVERSAL HEALTH SERVI...441.04%1.16%1.26%Q4 2022Q3 20234
FISV FISERV INC441.07%1.13%1.20%Q2 2022Q1 20234
CMI CUMMINS INC441.01%1.09%1.20%Q2 2022Q1 20234
MCK MCKESSON CORP440.98%1.07%1.15%Q4 2022Q3 20234
WRK WESTROCK CO440.94%1.07%1.13%Q2 2022Q1 20234
CMCSA COMCAST CORP NEW440.95%1.06%1.15%Q4 2022Q3 20234
JNPR JUNIPER NETWORDS INC440.92%1.05%1.17%Q4 2022Q3 20234
T AT&T INC440.89%0.99%1.18%Q2 2022Q1 20234
NRG NRG ENERGY INC310.68%0.99%1.15%Q1 2022Q3 20234
FLT FLEETCOR TECHNOLOGIES INC440.86%0.98%1.13%Q4 2022Q3 20234
DUK DUKE ENERGY CORP NEW440.88%0.98%1.13%Q4 2022Q3 20234
NLOK GEN DIGITAL INC440.78%0.97%1.04%Q4 2022Q3 20234
AMGN AMGEN INC440.77%0.91%1.01%Q4 2022Q3 20234
HOST HOTELS & RESORTS INC440.86%0.89%0.93%Q4 2022Q3 20234
FIS FIDELITY NATIONAL INFO...440.77%0.87%1.06%Q4 2022Q3 20234
FLOT ISHARES ETF FLOATING R...440.24%0.28%0.40%Q4 2022Q3 20234
VCSH VANGUARD SHORT TERM ET...440.19%0.24%0.30%Q4 2022Q3 20234
LHX L3HARRIS TECHNOLOGIES INC333.19%3.89%4.94%Q1 2020Q3 20203
JPM JPMORGAN CHASE & CO333.13%3.61%4.28%Q1 2020Q3 20203
MA MASTERCARD INC332.12%2.19%2.27%Q1 2020Q3 20203
MELI MERCADOLIBRE INC330.99%1.40%1.68%Q1 2021Q3 20213
MRK MERCK & CO INC331.08%1.10%1.12%Q1 2022Q3 20223
NXPI NXP SEMICONDUCTORS NV330.99%1.08%1.14%Q1 2022Q3 20223
HON HONEYWELL INTERNATIONA...330.97%1.01%1.04%Q1 2021Q3 20213
J JACOBS ENGINEERING GRO...330.94%1.00%1.04%Q1 2021Q3 20213
UNP UNION PACIFIC CORP330.92%0.98%1.02%Q1 2021Q3 20213
KIM KIMCO REALTY CORP210.90%0.98%1.06%Q1 2022Q3 20233
UPS UNITED PARCEL SERVICE330.90%0.97%1.02%Q1 2021Q3 20213
RBLX ROBLOX CORP330.81%0.97%1.14%Q2 2021Q4 20213
NOC NORTHROP GRUMMAN CORP330.91%0.93%0.96%Q1 2021Q3 20213
BA BOEING CO330.73%0.84%1.00%Q1 2021Q3 20213
IVR INVESCO LTD222.86%3.04%3.23%Q1 2021Q2 20212
BX BLACKSTONE GROUP INC/THE222.71%2.92%3.12%Q3 2021Q4 20212
TESLA Inc222.00%2.00%2.01%Q2 2023Q3 20232
IRDM IRIDIUM COMMUNICATIONS...221.33%1.47%1.61%Q2 2022Q3 20222
SE SEA LTD - ADR221.01%1.34%1.66%Q1 2021Q2 20212
SERVICENOW INC221.22%1.24%1.26%Q2 2023Q3 20232
DVA DAVITA INC221.14%1.18%1.22%Q2 2022Q3 20222
MTCH MATCH GROUP INC NEW221.14%1.16%1.18%Q2 2023Q3 20232
IT GARTNER INC221.09%1.10%1.12%Q2 2023Q3 20232
V VISA INC-CLASS A SHARES221.06%1.10%1.14%Q2 2022Q3 20222
MU MICRON TECHNOLOGY INC221.02%1.06%1.10%Q2 2022Q3 20222
NFLX NETFLIX INC221.00%1.06%1.12%Q2 2023Q3 20232
FDX FEDEX CORP221.00%1.06%1.11%Q2 2023Q3 20232
LULU LULULEMON ATHLETICA INC220.89%1.01%1.12%Q1 2020Q2 20202
CRM SALESFORCE INC221.00%1.00%1.00%Q2 2023Q3 20232
STT STATE STR CORP220.96%0.98%1.01%Q2 2023Q3 20232
KDP KEURIG DR PEPPER INC220.93%0.96%0.98%Q2 2023Q3 20232
DXC DXC TECHNOLOGY CO220.91%0.95%0.98%Q4 2022Q1 20232
SYY SYSCO CORP220.89%0.93%0.96%Q2 2023Q3 20232
EVBG EVERBRIDGE INC220.89%0.90%0.90%Q1 2020Q2 20202
TGT TARGET CORP220.82%0.88%0.94%Q2 2023Q3 20232
VICI VICI PPTYS INC220.85%0.87%0.89%Q2 2023Q3 20232
NKE NIKE INC220.81%0.85%0.90%Q1 2020Q2 20202
CAG CONAGRA BRANDS INC220.77%0.84%0.91%Q2 2023Q3 20232
HIG HARTFORD FINL SVCS GRO...220.81%0.82%0.83%Q2 2023Q3 20232
CB CHUBB LIMITED220.76%0.81%0.86%Q2 2023Q3 20232
USB US BANCORP DEL220.34%0.35%0.36%Q2 2023Q3 20232
PNC PNC FINANCIAL SERVICES...220.34%0.34%0.34%Q2 2023Q3 20232
TFC TRUIST FINL CORP220.33%0.33%0.34%Q2 2023Q3 20232
SPYX SPDR SERIES TRUST11100.00%100.00%100.00%Q4 2019Q4 20191
MOS MOSAIC CO NEW114.61%4.61%4.61%Q1 2022Q1 20221
COO COOPER COS INC113.15%3.15%3.15%Q1 2021Q1 20211
CHGG CHEGG INC111.07%1.07%1.07%Q4 2020Q4 20201
PTON PELOTON INTERACTIVE INC111.06%1.06%1.06%Q4 2020Q4 20201
DOCU DOCUSIGN INC111.04%1.04%1.04%Q4 2020Q4 20201
SNOW SNOWFLAKE INC111.00%1.00%1.00%Q4 2020Q4 20201
ZM ZOOM VIDEO COMMUNICATI...110.94%0.94%0.94%Q1 2020Q1 20201
PAYC PAYCOM SOFTWARE INC110.84%0.84%0.84%Q1 2020Q1 20201
CONSTELLATION ENERGY CORP110.78%0.78%0.78%Q3 2023Q3 20231
DXCM DEXCOM INC110.55%0.55%0.55%Q4 2020Q4 20201
MKTX MARKETAXESS HOLDING INC110.54%0.54%0.54%Q4 2020Q4 20201
IDXX IDEXX LABORATORIES INC110.54%0.54%0.54%Q4 2020Q4 20201
PINS PINTEREST INC110.53%0.53%0.53%Q4 2020Q4 20201
NET CLOUDFARE INC110.52%0.52%0.52%Q4 2020Q4 20201
TWILIO INC110.52%0.52%0.52%Q4 2020Q4 20201
VIRGIN GALACTIC HOLDIN...110.32%0.32%0.32%Q1 2021Q1 20211
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The securities at the top of the list , including AMAZON COM INC, MICROSOFT CORP, and PROGRESSIVE CORP OHIO, are the highest-conviction holdings of Cunning Capital Partners, LP.

The conviction is calculated by counting the number of quarters a security has been reported by Cunning Capital Partners, LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Cunning Capital Partners, LP owns currently or has owned in the past.